First Trust Global Tactical Commodity Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 21.53 M | $500.07 M | -26.50% | 25.90% |
| MORGAN STANLEY | 02/13/2026 | 9.95 M | $231.06 M | -2.48% | 11.97% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.51 M | $58.39 M | -7.94% | 3.06% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.42 M | $32.97 M | -4.50% | 1.71% |
| UBS GROUP AG | 01/29/2026 | 1.37 M | $31.90 M | 1.76% | 1.65% |
| CARRERA CAPITAL ADVISORS | 01/30/2026 | 1.07 M | $24.88 M | 16.15% | 1.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 875.14 K | $20.33 M | 13.25% | 1.07% |
| CYNDEO WEALTH PARTNERS, LLC | 01/07/2026 | 944.97 K | $21.95 M | 4.55% | 1.02% |
| STOCK YARDS BANK & TRUST CO | 01/21/2026 | 936.92 K | $21.76 M | 82.14% | 1.01% |
| CSENGE ADVISORY GROUP | 02/06/2026 | 869.68 K | $20.20 M | 9.61% | 0.94% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 747.84 K | $17.37 M | 15.16% | 0.91% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 712.84 K | $16.56 M | 8.74% | 0.86% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 698.91 K | $16.16 M | 4.23% | 0.85% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 613.88 K | $14.26 M | 3.15% | 0.74% |
| VALMARK ADVISERS, INC. | 01/26/2026 | 598.66 K | $13.91 M | 1.04% | 0.64% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 576.41 K | $13.39 M | 2.48% | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 512.07 K | $11.90 M | -24.78% | 0.62% |
| HFG WEALTH MANAGEMENT, LLC | 01/16/2026 | 514.21 K | $11.95 M | 12.95% | 0.55% |
| FLAHARTY ASSET MANAGEMENT, LLC | 02/06/2026 | 454.42 K | $10.56 M | -53.57% | 0.55% |
| FINANCIAL ENHANCEMENT GROUP LLC | 01/23/2026 | 479.15 K | $11.80 M | 37.00% | 0.52% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 426.07 K | $9.90 M | -2.92% | 0.51% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 464.57 K | $10.79 M | 67.95% | 0.50% |
| BISON WEALTH, LLC | 03/24/2026 | 450.93 K | $12.93 M | 100.00% | 0.49% |
| MAINSAIL FINANCIAL GROUP, LLC | 01/23/2026 | 426.95 K | $9.92 M | 3.22% | 0.46% |
| DUNHILL FINANCIAL, LLC | 01/29/2026 | 376.98 K | $8.87 M | -1.95% | 0.41% |
| PETIX & BOTTE CO | 02/05/2026 | 357.22 K | $8.30 M | -14.55% | 0.38% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 314.84 K | $7.31 M | 3,409.58% | 0.38% |
| SOLITUDE FINANCIAL SERVICES | 01/15/2026 | 338.68 K | $7.87 M | 4.07% | 0.36% |
| ABLE FINANCIAL GROUP, LLC | 01/23/2026 | 314.70 K | $7.31 M | 14.70% | 0.34% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 01/09/2026 | 312.99 K | $7.43 M | 13.15% | 0.34% |
| CHOICE WEALTH ADVISORS, LLC | 01/08/2026 | 296.08 K | $6.88 M | 2.33% | 0.32% |
| GLADSTONE INSTITUTIONAL ADVISORY LLC | 02/17/2026 | 245.58 K | $5.70 M | 0.71% | 0.30% |
| ARVEST INVESTMENTS, INC. | 01/20/2026 | 256.78 K | $5.97 M | 3.34% | 0.28% |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 02/17/2026 | 225.95 K | $5.25 M | 100.00% | 0.28% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 216.42 K | $5.03 M | -16.59% | 0.26% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 209.30 K | $4.86 M | -27.96% | 0.25% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 147.56 K | $3.43 M | 100.00% | 0.18% |
| CWM, LLC | 01/26/2026 | 146.10 K | $3.39 M | -75.11% | 0.18% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 142.11 K | $3.30 M | -41.89% | 0.17% |
| DARWIN WEALTH MANAGEMENT, LLC | 01/22/2026 | 158.40 K | $3.68 M | -1.43% | 0.17% |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 02/17/2026 | 133.73 K | $3.11 M | 3.83% | 0.16% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 142.48 K | $3.31 M | 1.67% | 0.15% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 01/21/2026 | 142.32 K | $3.31 M | 34.71% | 0.15% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 139.13 K | $3.23 M | 21.16% | 0.15% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 121.25 K | $2.82 M | 43.62% | 0.15% |
| CITIGROUP INC | 02/13/2026 | 114.73 K | $2.67 M | 19.08% | 0.14% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 118.92 K | $2.76 M | -6.73% | 0.13% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 103.45 K | $2.40 M | 100.00% | 0.13% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 103.66 K | $2.41 M | 11.76% | 0.12% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 102.06 K | $2.37 M | -53.52% | 0.12% |
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First Trust Global Tactical Commodity Strategy Fund institutional Ownership - FAQ's
During the previous two years, 369 institutional investors and hedge funds held shares of First Trust Global Tactical Commodity Strategy Fund. The most heavily invested institutionals were:
UBS Group AG: 1.45 M
STOCK YARDS BANK & TRUST CO: 1.33 M
Cyndeo Wealth Partners, LLC: 1.13 M
OVERSEA-CHINESE BANKING Corp Ltd: 1.11 M
Carrera Capital Advisors: 1.06 M
Flaharty Asset Management, LLC: 1.04 M
63.47% of First Trust Global Tactical Commodity Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 71.71 M shares in the last 24 months. This purchase volume represents approximately $1.97 B in transactions.